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Curriculum Vitae: Jeffrey Wong, Ph.D., CPA

Education

Ph.D. September, 1999, University of Oregon, Accounting

M.S. December, 1985, California State University at Chico, Accounting

B.S. June, 1981, University of California at Davis, Fermentation Science

Academic and professional experience

University of Nevada, Reno:

Professor 2014 to present, Department Chair, 2011 to present

Associate Professor 2009 - 2014

Assistant Professor, 2006 - 2009

Oregon State University: Assistant Professor, 2001-2006

University of Cincinnati: Assistant Professor 1999-2001

Prior career experience includes: senior accountant at Ernst & Young, staff accountant at

KPMG, financial analyst at the County of Sacramento, and enologist at Guild Wineries and

Distilleries.

Some Accomplishments as Department Chair

• Outreach to the profession to increase job opportunities for accounting students, raise

funds, and keep our curriculum relevant.

• Successfully leading the department through the AACSB reaccreditation process in

2014, which included writing the Maintenance of Accreditation report

• Recruiting and hiring several high-quality faculty.

• Fostering a culture of scholarship that heavily encourages joint projects among our

faculty and mentorship of newer faculty members in the craft of research.

• Expanding our presence with professional community to accounting firms in Northern

California and Southern Nevada and beyond.

• Working to establish a social media presence for the department on Linked In and

Facebook.

• Establishing the Executive Mentorship Program which allows a few select students to

shadow executives in the Seattle, WA area from companies such as the Outerwall, REI,

and Zoomies.

• Assisting the Director of the new online Executive MBA program with various aspects of

developing a program which in a short period of time became ranked number 29 of the

195 programs ranked by U.S. News & World Report in the Best Online MBA Programs

category.

Department Chair Responsibilities

• Strategic planning for and leadership of the department.

• Stewardship of funds and raising monies through faculty activities and contributions.

• Working with the faculty to assure that our curriculum maintains its value and relevance

for students.

• Scheduling and staffing all classes.

• Maintaining a great environment conducive to faculty collegiality and productivity.

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• Assuring that the department complies with, and when possible exceeds, the standards

of operations for a separately AACSB accredited accounting unit.

o Writing the Continuous Improvement Review report.

• Keeping current with AACSB standards and trends.

o I serve as an Accounting Member on AACSB Continuous Improvement Reviews

(CIR) of other university’s separately accredited accounting programs. I made

one visit in 2016 and am scheduled to make another one in early 2018.

• Coordinating assurance of learning measures and process development with faculty.

• Recruiting faculty: serving on all search committees for the department from screening

through extending offers and negotiating with candidates.

• Serving as a trained Diversity Advocate for UNR searches.

• Developing relationships with the professional community to enhance student

recruitment and raise funds.

• Working with the Accounting Advisory Board to assure that our curriculum and

advisement of our students remains relevant.

• Resolving issues that arise with students and faculty in my domain.

Additionally, I currently serve in or have served in the following administrative capacities:

• Learning Management for the Nevada System of Higher Education (NSHE) Selection

Committee. I was invited by the Provost to be on the small committee that recommends

either Blackboard or Canvas as the next LMS for UNR. Our feasibility analysis included

interacting with a number of faculty from the campus to assess which software best

meets their needs.

• eLearning Task Force. I was nominated to represent UNR in a steering committee to

advise the Chancellor about the future direction of NSHE system wide eLearning. The

committee was composed of representatives from the entire NSHE system.

• Classified Employee Hearing Officer – one of several individuals across the UNR

campus who interviews classified employees that have a disciplinary action in progress,

to assess the validity of the disciplinary action.

• Mentor and faculty advisor to entrepreneurial a student groups competing in the Sontag

Foundation and Governor’s cup competitions.

• Online Executive MBA program development – helped to develop the mission, goals,

and learning objectives of the program.

o Assessment Director of EMBA program.

o In charge of orientation for incoming EMBA student cohorts.

• MAcc Director - University of Nevada, Reno.

• Chaired the College Personnel Committee, University of Nevada, Reno.

• Strategic planning committee chair - University of Nevada, Reno.

• Search committee chair - University of Nevada, Reno, committee member - Oregon

State University, University of Cincinnati.

• College curriculum committee - University of Nevada, Reno.

• Beta Alpha Psi faculty advisor - Oregon State University.

• Peer review of teaching committee, Oregon State University.

• Faculty Senate - Oregon State University.

• Graduate Programs Committee - Oregon State University

• Liaison to the School of Pharmacy to develop a joint business program for their students

- Oregon State University.

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• Sustainability focus group member - Oregon State University.

• Advisor and mentor to numerous accounting majors - University of Nevada, Reno,

Oregon State University, University of Cincinnati.

Refereed Publications

Weber, J., J. Bergner, S. Pippin and J. Wong. The Inclusion of Sustainability in the Accounting

Curriculum, The CPA Journal, accepted for publication in 2016.

Weber, J., M. Brooks, and J. Wong. Changes are on the Way for Corporate Social

Responsibility Reporting, The CPA Journal, accepted for publication in 2016.

Bergner, J., J. Filzen, and J. Wong. Navigating the Accounting Academic Job Market and

Related Advice. Advances in Accounting Education, v.18, pp. 145-174.

Jackson, M., S. Pippin, and J. Wong. Court Rulings In Estate Tax Cases: Is Gender A Factor?

Journal of Legal Tax Research. December 2014, v. 12, Issue 2, pp. 74-85.

Jackson, M., S. Pippin, and J. Wong. 2013. Asset and Business Valuation in Estate Tax Cases:

The Role of the Courts. Journal of the American Taxation Association, Fall 2013, v. 35, no.2, pp.

121-134.

Hackbarth, G., K. Dow, and J. Wong. 2013. Data Architectures for An Organizational Memory

Information System. Journal of the American Society for Information Science and Technology, v.

64, issue 7, pp. 1345-1356.

Otim, S, K. Dow., V. Grover, and J. Wong. 2012. The Impact Information Technology

Investments on Downside Risk: Alternative Measurement of the Business Value of IT. Journal of

Management Information Systems, Summer 2012, v.29, no.1, pp 157-192.

McLeod, A., S. Pippin, and J. Wong. Revisiting The Likert Scale: Can The Fast Form Approach

Improve Survey Research? International Journal of Behavioural Accounting and Finance. v.2,

no. 3/4, 2011, pp. 310-327.

Wong, J. and K. Dow, 2011. The Effects of Investments in Information Technology on Firm

Performance, an Investor Perspective. Journal of Information Technology Research, v. 4, no. 3,

July-September 2011, pp. 1-13.

Efendi, J., L. Smith, and J. Wong, 2011. Longitudinal Analysis of Voluntary Adoption of XBRL on

Financial Reporting. International Journal of Economics and Accounting, v.2, no.2., 2011.

Mills, J. and J. Wong. Talltree2 Hotel Casino. IMA Educational Case Journal, v. 2, no.1, March

2009.

Wong, J., R.H.L. Chiang, and A. McLeod, A Strategic Management Support Architecture:

Integration of the Balanced Scorecard and Enterprise Resource Planning. International Journal

of Business Information Systems, no. 6, v. 4, 2009.

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Dow, K., J. Wong, C. Jackson, and R. Lietch. 2008. A Comparison of Structural Equation

Modeling Approaches: The Case of User Acceptance of Information Systems. Journal of

Computer Information Systems, v. XLVIII, no. 4, pp 106-114.

Drake, A., J. Wong, and S. Salter. 2007. Empowerment, Motivation, and Performance:

Examining the Impact of Feedback and Incentives on Non-management Employees. Behavioral

Research in Accounting, v. 19, pp 71-91.

Brown, C., J. Wong, and A. Baldwin. 2007. Research Streams in Continuous Audit: A Review

and Analysis of the Existing Literature. Journal of Emerging Technologies in Accounting, v. 4,

pp 1 – 28.

Pippin, S., J. Wong, and R. Mason.2007. The Tax Implications of Redating Stock Option Grant

Dates and Exercise Dates. The ATA Journal of Legal Tax Research.

Dow, K., G. Hackbarth, and J. Wong. 2006. Enhancing customer value through IT Investments:

A NEBIC Perspective. The Database for Advances in Information Systems, v. 37, Nos. 2-3, pp

167-175.

Fleischman, G., J. Wong, and T. Stephenson. 2006. A Primer Regarding Individual Taxpayer

Strategies Associated With The Energy Tax Incentives Act Of 2005. Practical Tax Strategies,

v.77, No. 2, pp 80-91.

Dow, K., A. Serenko, O. Turell, and J. Wong. 2006. Assessing User Satisfaction With E-Mail

Systems: Using The American Customer Satisfaction Index Approach. International Journal of

e-Collaboration, v.2, No.2, pp.46-64.

Wong, J. 2001. Data Mining as a Tool for Internal Auditors. Internal Auditing, v.15, No.4,

pp.2125.

Wong, J. 2000. The Role of the Balanced Scorecard in Operational Auditing. Internal Auditing,

v.16, No. 1, pp.33-36.

Other Publications

Wong, J. 2009. The Triple Bottom Line framework for reporting on business sustainability. Reno

Gazette Journal, July 15.

Wong, J. and K. Dow. 2007. Book Review: The Design & Management of Effective Distance

Learning Programs. International Journal of e-Collaboration, v 3, no.2, pp. 48-52.

Wong, J., K. Dow, O. Turel, and A. Serenko. User Satisfaction with E-Collaborative Systems.

2006. A book chapter in "E-Collaboration in Modern Organizations: Initiating and Managing

Distributed Projects (Advances in e-Collaboration Series: Volume 2)". Invited by the editor and

based on the published academic paper, “Assessing User Satisfaction With E-Mail Systems:

Using The American Customer Satisfaction Index Approach”. The chapter contain at several

points of revised text that have been published before by the authors.

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Projects under preparation

Burnham, T., and J. Wong. Benefits and Lessons Learned From Using the Net Promoter Score

in a Nonprofit Organization: The Case of the Boy Scouts of America

This paper explores the use of the Net Promoter Score (NPS) to assess its ability to measure

the loyalty of key stakeholders in a non-profit organization, the Boy Scouts of America. Under

review at the Academy of Strategic Management Journal.

Mason, R., S. Pippin, and J. Wong. Attitudes of U.S. Citizens Living Abroad towards the Foreign

Account Tax Compliance Act

We have developed and preliminarily tested a survey instrument for US citizens living

abroad. The American Citizens Abroad Global Foundation (ACAGF) has eagerly endorsed

our study and allowed us to administer our survey their many members. We are analyzing

the responses to the survey and noted the large number of thoughtfully written comments

submitted by participants.

Teklay, B. K. Dow, and J. Wong. Applying the Resource-Based View and Stakeholder Theories

to Nonfinancial and Financial Performance in the Domestic Airlines Industry.

Refereed Conference Presentations

Western American Accounting Association Annual Meeting – 2012

“Asset and Business Valuation in Estate Tax Cases: The Role of the Courts”

Global Business Research Symposium, Quo Vadis? Navigating the Stormy Business

Environment – 2012.

“The Effect of Information Technology on Cost of Capital: An Industry Level Analysis”

Hawaii International Conference on Business – 2010

“The Effect of Information Technology on Cost of Capital: An Industry Level Analysis”

American Accounting Association Annual Meeting – 2009

“XBRL and Interactive Data in Financial Reports”

American Accounting Association Annual Meeting – 2007

“Research Streams in Continuous Audit: A Review and Analysis of the Existing Literature”

Twelfth World Continuous Auditing and Reporting Symposium - 2006

“Research Streams in Continuous Audit: A Review and Analysis of the Existing Literature”

American Accounting Association Annual Meeting – 2005

“Integrating Information Technology and Business Modeling Into a Strategic Management

Support Architecture”

Americas Conference on Information Systems - 2004

“The Downside Risk Implications of Investments in Information Technology”

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Hawaii International Conference on Business – 2004

“The Downside Risk Implications of Investments in Information Technology”

CORS/INFORMS Joint International Meeting - 2004

“Enhancing Customer Value Through IT Investments: A NEBIC Perspective”

International Academy of Business and Public Administration Disciplines - 2004

“Investment in Information Technology and Downside Risk”

AAA Accounting, Behavior and Organizations Conference - 2003

"The Impact of Financial and Non-financial Feedback and Incentives on Employee

Empowerment, Task Motivation, and Performance"

American Accounting Association Annual Meeting – 1999

“A Balanced Scorecard Approach to Analyzing Associations Among Performance Measures

in the US Airlines Industry”

Teaching Experience

My teaching abilities cover a breadth of courses and audiences in both live and online modes of

course delivery. The courses I have taught include:

Financial and managerial accounting, Executive MBA (online) - UN Reno

Auditing and Assurance Services - UN Reno, OR State

Financial statement analysis - UN Reno

Advanced Managerial Accounting - UN Reno

Cost Accounting - UN Reno

Managerial Accounting - UN Reno (online and live), OR State, U Oregon

Intermediate Financial Accounting - OR State

Introduction to Federal Taxation - U Oregon, U Cincinnati

Advanced Federal Taxation - U Oregon, U Cincinnati

Financial and Managerial Accounting (online) - U Oregon

Executive Education

I conducted a series of financial literacy courses tailored to the needs of executives at the Haws

Corporation in 2014, and have been asked to teach a new group of executives in 2016.

Additionally, I taught financial and managerial accounting intensive courses for the University of

Nevada’s Advanced Management Program and University of Oregon’s Applied Information

Management program.

Professional activities

Editorial Board, Journal of Accounting Education

Associate Editor, International Journal of eCollaboration

Editor, Book Review section of International Journal of eCollaboration

Reviewer, Management Information Systems Quarterly

Reviewer, Decision Support Systems

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Reviewer, International Conference on Information Systems (ICIS)

Reviewer, the Accounting Horizons

Reviewer, the Journal of Forest Products Business Research

Reviewing committee, Elsevier's Special Future Generation Computer Systems journal issue,

CTS 2011

Research Committee, Artificial Intelligence/Emerging Technologies section of the AAA

Reviewer for the management accounting section of the AAA: annual AAA conference and

midyear MAR conference

Reviewer for textbooks: 2nd edition of Taxes and Business Strategy, Scholes, Wolfson, and

Shevlin, 2nd edition of Bridge Accounting: Procedures, Systems, and Controls, Ketz, First

and 2nd edition of Managerial Accounting, Cost Management, Eldenburg and Wolcott,

Financial Accounting, Porter and Norton.

Consultant, EDAWN (Economic Development Authority of Western Nevada)

Member of the American Accounting Association

Member of American Institute of Certified Public Accountants

Awards and honors

Dean’s Research Professor Award, 2014 - 2017

Beta Gamma Sigma, Researcher of the year, University of Nevada, Reno, 2013

Beta Alpha Psi Instructor of the Year, University of Nevada, Reno, 2011 (first consecutive two

time awardee).

Beta Alpha Psi Instructor of the Year, University of Nevada, Reno, 2010.

Mervyn L. Brenner Distinguished Teaching Fellow, Oregon State University, 2005.

Students of Accounting Teaching Excellence Award, Oregon State University, 2005.

Donald A. Watson award for excellence in teaching, University of Oregon, 1999

Accounting Circle doctoral student teaching award, 1999